Client reporting portal
Agency gives each client a login to their metrics section backed by a shared master sheet.
What is Portal Builder?
Portal Builder is a Better Sheets product for building member or client portals powered by sheet data, separate from public Sites templates. Use it when viewers need login, sections, or private views instead of a fully public catalog page.
When to use it
Use Portal Builder for client dashboards, member libraries, or internal hubs that should not be a public anyone-with-the-link sheet.
When to skip it
Use public Sites when content is marketing-safe and meant to be indexable without login.
How it works
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1
Define which sheet tabs feed portal sections.
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2
Configure access model per product docs.
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3
Style navigation and landing sections.
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4
Test with a pilot user account.
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5
Link from membership onboarding emails.
Examples in Google Sheets
Build this without starting from a blank cell
Use a Better Sheets tool for Portal Builder, then watch a walkthrough when you want the full pattern.
Better Sheets resources
Common mistakes
- Publishing sensitive rows to a public Site when Portal Builder was the right tool.
- Confusing Portal Builder with Google Cloud Identity setup you still must manage.
Frequently asked questions
- Portal Builder vs Sites?
- Sites is public hosted pages. Portal Builder targets gated portal experiences.
- Where to start?
- See /portal-builder marketing page and Better Sheets dashboard links.
Related Tutorials
Watch how Portal Builder works
Great Sheets! Corona Hiring Sheet
Better Sheets Members Tour March 2026
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Announcing OnlySheets 2.0
Great Sheets! Community Information Board by Seedtable.com
Related blog posts
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Read guide →Done reading about Portal Builder?
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